See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $94,619 | $111,535-15.2% | $105,223-10.1% | $137,256-31.1% |
| Participation rate | 77.8% | 78.1%-0.3pp | 75.0%+2.7pp | 80.0%-2.2pp |
| Annual return | 10.99% | 237.85%-226.9pp | 180.65%-169.7pp | 220.34%-209.3pp |
| Employer contribution / active EE | $3,672 | $3,939-6.8% | $3,689-0.5% | $4,156-11.7% |
| Participant deferral / active EE | $4,573 | $5,500-16.9% | $5,072-9.8% | $6,407-28.6% |
| Admin fee / account holder | $21,367 | $9,721+119.8% | $8,859+141.2% | $12,270+74.1% |